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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,913 | $183,516-80.4% | $155,534-76.9% | $145,884-75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $3,334 | $5,315-37.3% | $4,675-28.7% | $4,662-28.5% |
| Participant deferral / active EE | $7,008 | $6,467+8.4% | $5,630+24.5% | $6,690+4.8% |
| Admin fee / account holder | $3,665 | $19,293-81.0% | $15,900-77.0% | $13,392-72.6% |